Latest Institutional Sells of Schwab Fundamental Intl Small (FNDC)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Small (FNDC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.08K- 1.33% |
$70.6K - $75.2K
|
154K
$6.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-756- 9.55% |
$25.7K - $27.3K
|
7.16K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-121- 1.63% |
$4.11K - $4.38K
|
7.3K
$307K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-7.24K- 2.66% |
$240K - $258K
|
264K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-238- 36.45% |
$7.9K - $8.47K
|
415
$17.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-158- 19.39% |
$5.25K - $5.62K
|
657
$27.6K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-55- 42.31% |
$1.83K - $1.96K
|
75
$3.15K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-41- 44.09% |
$1.36K - $1.46K
|
52
$2.19K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24- 22.02% |
$797 - $854
|
85
$3.58K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-54.2K- 30.07% |
$1.64M - $1.89M
|
126K
$5.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-732- 3.8% |
$22.1K - $25.5K
|
18.5K
$779K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-690- 97.87% |
$20.9K - $24.1K
|
15
$631
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-629- 8.6% |
$19K - $21.9K
|
6.68K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-486- 2.75% |
$14.7K - $16.9K
|
17.2K
$722K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-176- 21.7% |
$5.32K - $6.14K
|
635
$26.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-97- 17.11% |
$2.93K - $3.38K
|
470
$19.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.7K- 61.67% |
$376K - $407K
|
7.29K
$307K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.89K- 34.33% |
$157K - $170K
|
9.35K
$393K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-139Closed |
$4.46K - $4.83K
|
0
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-101- 74.26% |
$3.24K - $3.51K
|
35
$1.47K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.77K- 10.26% |
$57.1K - $60.4K
|
15.4K
$649K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-300- 3.99% |
$9.7K - $10.3K
|
7.22K
$303K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-179- 1.19% |
$5.79K - $6.12K
|
14.8K
$624K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-132- 27.1% |
$4.27K - $4.51K
|
355
$14.9K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-16- 4.8% |
$517 - $547
|
317
$13.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-5- 5.81% |
$162 - $171
|
81
$3.41K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1- 0.02% |
$32.3 - $34.2
|
6.43K
$270K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-129Closed |
$4.03K - $4.4K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 8.16% |
$125 - $136
|
45
$1.89K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.4KClosed |
$389K - $464K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.01K- 21.83% |
$54K - $64.4K
|
7.18K
$302K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-53- 13.32% |
$1.43K - $1.7K
|
345
$14.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.95K- 27.13% |
$107K - $129K
|
10.6K
$446K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-356- 57.98% |
$9.64K - $11.6K
|
258
$10.9K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-80- 89.89% |
$2.17K - $2.62K
|
9
$379
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-31- 96.88% |
$840 - $1.01K
|
1
$42.1
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-86.7KClosed |
$2.61M - $3.1M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.12KClosed |
$274K - $326K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.77KClosed |
$264K - $314K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.2KClosed |
$187K - $222K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-5.69KClosed |
$171K - $204K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.68K- 98.94% |
$50.6K - $60.2K
|
18
$757
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.1KClosed |
$33.1K - $39.4K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-354- 4.77% |
$10.7K - $12.7K
|
7.06K
$297K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-291Closed |
$8.76K - $10.4K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-117Closed |
$3.52K - $4.19K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-112Closed |
$3.37K - $4.01K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-111Closed |
$3.34K - $3.97K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-60Closed |
$1.81K - $2.15K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-53Closed |
$1.6K - $1.9K
|
0
$0
|
|